IGSB β€” ISHARES TR

Ownership history in HOWARD FINANCIAL SERVICES, LTD.  Β·  6 quarters on record

AI Ownership Summary

HOWARD FINANCIAL SERVICES, LTD. reported ISHARES TR (IGSB) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows IGSB at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWARD FINANCIAL SERVICES, LTD.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGSB was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HOWARD FINANCIAL SERVICES, LTD. held IGSB β€” position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,419 +3,895 +10.7% 0.24% $2.1M 2026-04-07 $52.46
2025 Q4 ADDED 36,524 +22,351 +157.7% 0.23% $1.9M 2026-01-12 $52.30
2025 Q3 ADDED 14,173 +4,075 +40.4% 0.09% $752K 2025-10-23 $51.92
2025 Q2 ADDED 10,098 +6,182 +157.9% 0.07% $533K 2025-07-02 $50.77
2025 Q1 ADDED 3,916 +102 +2.7% 0.03% $205K 2025-04-07 $49.62
2024 Q3 INITIATED 3,814 β€” β€” 0.03% $201K 2024-10-08 $48.84

FAQ About HOWARD FINANCIAL SERVICES, LTD. and IGSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOWARD FINANCIAL SERVICES, LTD. reported owning IGSB?

HOWARD FINANCIAL SERVICES, LTD. reported IGSB across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IGSB position in HOWARD FINANCIAL SERVICES, LTD.'s portfolio?

The largest reported portfolio weight for IGSB was 0.24% in 2026 Q1.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q1, when HOWARD FINANCIAL SERVICES, LTD. reported 40,419 shares, equal to 0.24% of portfolio, with an estimated market value of $2.1M.

What does the chart on this IGSB ownership page compare?

The chart compares HOWARD FINANCIAL SERVICES, LTD.'s quarterly IGSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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